See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 4-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,883 | $175,202-89.8% | $149,673-88.1% | $139,434-87.2% |
| Participation rate | 64.7% | 83.4%-18.7pp | 78.8%-14.1pp | 80.3%-15.6pp |
| Annual return | 27.69% | 166.71%-139.0pp | 134.42%-106.7pp | 372.94%-345.2pp |
| Employer contribution / active EE | $1,629 | $5,474-70.2% | $4,818-66.2% | $4,751-65.7% |
| Participant deferral / active EE | $4,063 | $6,519-37.7% | $5,680-28.5% | $6,710-39.5% |
| Admin fee / account holder | $509 | $16,150-96.9% | $13,210-96.1% | $11,403-95.5% |